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  • A few stakeholders from different functional groups in the company work together to ensure that changes support business goals and follow IT best practices and processes
    COE promotes collaboration and best practices to ensure great business results
  • Reviews user feedback and comments from user communities and responds to enhancement requests
  • Defines and shares best practices, business units find it easier to comply with governance practices in
    • Data, security, visibility, and access - are critical to meeting regulatory requirements
  • Develops and communicates the roadmap for change, velocity increases because everyone understands the priority of business requirements

Teams

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  • Program team : manages the CoE’s day-to-day activities
  • Release (Project Management): Create and own the overall project roadmap and release plan.
  • Business: Convert high-level goals and strategies into a business backlog (Agile) or prioritized list of goals (waterfall).
  • Scrum Teams: Take the business backlog and deliver the functionality defined in it.
  • Architecture: Define the overall system architecture and make sure that projects adhere to the corporate standards, including data architecture.
  • Adoption and Training: Ensure that end users understand how to use the system (training), and report on metrics that reflect adoption.
  • Support: Provide support to end users and report system defects.
  • Architecture team: defines your company’s design standards. Publish your design standards, and communicate them to all teams that work on Salesforce projects, and the rest of IT.

How to get Started?

  • Select your CoE team members
  • Choose a few key issues to tackle: Focus on a few issues that can demonstrate the value a CoE can provide. Look for high-priority processes that need work. For example, do you have trouble with end-user adoption? Is data quality an issue? Are your end users clamoring for mobile access? Does your organization suffer from applications that are no longer needed, but still available?
  • Create a charter, a backlog, and a release management process.
  • Ask your Executive Sponsor to announce the CoE and encourage collaboration with it.

Create a Charter

  • Document your business goals and the strategies to achieve these goals with Salesforce. Your charter serves as a North Star: everybody understands why the project is being carried out. A clear charter helps the team to prioritize requirements, to focus on the area that meets their business goals as quickly as possible.
  • Project stakeholders develop and own the charter. Be sure to include key measures of success.

Create a Backlog or Priority List

  • You need a prioritized list of projects and tasks (backlog) that, when finished, indicates that the project is complete. Backlogs help you manage projects when stakeholders ask for increased scope, and they help you know if you have the resources to complete the project. The backlog is also a place where you can record acceptance criteria, risks, and other project information.

Create a Release Management Process

  • Add structure by setting up a release schedule and defining criteria for major versus minor releases.
  • Releases typically fall into one of the following categories:
    • Daily: Bug fixes and simple changes that do not require formal release management, including reports, dashboards, list views, email templates, and user administration.
    • Minor: Changes with limited impact, such as a new workflow rule or trigger impacting a single business process. These releases typically require testing, but limited training and change management, and are delivered within a few weeks.
    • Major: Changes with significant impact, including configuration and code changes with one or more dependencies. Because these releases greatly affect the user experience and data quality, they require thorough testing, training, and careful change management. Major releases typically occur once a quarter (or like Salesforce, three times a year). Releasing on the same day of the week for minor and major releases is a best practice. This allows for company-wide planning and sets expectations with your business users. In addition, don’t schedule releases near holidays or other major events.
  • Your release management strategy evolves over time. Add checks and balances as you discover frequent points of failure or common root causes. The CoE shares these best practices so that everyone who modifies or extends Salesforce knows how to do so safely.

Use Design Standards for Governance

  • Following the same design standards, anyone who modifies your organization can ensure that their changes aren’t in conflict with another group’s changes
  • Employing design standards helps ensure the changes stay within set governor limits
  • Examples of Design Standards:
    • Standard naming conventions
    • Consistently using the Description field
    • Bulkified code
    • Standard methods for deprecating classes and fields
    • Consistent data architecture across all projects
  • Areas needing Design Standards:
    • Coding
    • Testing
    • Integration
    • Handling large data volumes
    • Documentation

Resources

Video : Center of Excellence (CoE) Workshop

Video :Salesforce Governance Best Practices

Video :Manage Development in Your Org with Salesforce Governance Framework

Video : CoE in a Box: A Toolkit to Optimize your Salesforce Implementation

Video : Single vs Multi-Org Strategy: The Key Questions You Need to Address

Key Centers

Best Practice Centers

  • These are the sharers, focusing on creating environments where business units can collaborate with each other on like-minded processes and technologies, designed to more rapidly enable lines of business.

DevOps Centers

  • These are the doers, focusing on providing a shared service to scope, design, develop, and deliver across with optimal IT governance, designed to foster standardization and reuse

Competency Centers

  • These are the guiders, focusing on establishing best practices and standards to enable, build competency, and embed expertise within individual lines of business through the creation of targeted improvement agendas.

Innovation Centers

  • These are the creators, focusing on the incubation and experimentation required to develop the capabilities with emerging technologies, designed to accelerate maturity and time to value.

Manage Change with a Governance Framework

  • Governance improves agility by ensuring all members of your team are working together to achieve goals that are aligned with overall business goals.